See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,572 | $49,922+608.2% | $80,569+338.8% | $75,163+370.4% |
| Participation rate | 88.9% | 55.3%+33.6pp | 67.0%+21.9pp | 67.2%+21.7pp |
| Annual return | 23.76% | 34.69%-10.9pp | 935.43%-911.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,211 | $1,698+30.2% | $2,723-18.8% | $2,670-17.2% |
| Participant deferral / active EE | $9,037 | $2,990+202.2% | $4,447+103.2% | $4,125+119.1% |
| Admin fee / account holder | $48,616 | $3,577+1259.1% | $5,377+804.1% | $5,651+760.3% |